Unclaimed Profile

William James Kring

THREE ADVISORS INC.·ATLANTA, Georgia

SIE, Series 2, Series 7, Series 24, Series 63, Series 65CFP15 years registeredTHREE ADVISORS INC.

2727 PACES FERRY RD. SE, ATLANTA, GA 30339CRD# 2564876Firm CRD# 119040

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William James Kring · ATLANTA, GA

Registration

CRD #2564876 · THREE ADVISORS INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THREE ADVISORS INC.

LINSCOMB WEALTH, INC.

Mar 2021 – Dec 2025

Atlanta, GA

LINSCOMB & WILLIAMS

Apr 2020 – Dec 2020

ATLANTA, GA

SOUTHBRIDGE

Sep 2013 – Mar 2020

MARRIETTA, GA

WEALTH AND PENSION SERVICES GROUP INC.

Dec 2010 – Feb 2013

SMYRNA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 20, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THREE ADVISORS INC.

CRD 119040 · SEC 801-77550

AUM

$242M

Regulatory assets under management

Employees

678 client accounts

Services offered by THREE ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THREE ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does William James Kring offer?

William James Kring specializes in Financial Planning, Investment Management.

What are William James Kring's credentials?

William James Kring holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William James Kring located?

William James Kring is based in ATLANTA, Georgia, last registered with THREE ADVISORS INC..

How does William James Kring charge for services?

William James Kring's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THREE ADVISORS INC.?

THREE ADVISORS INC. has approximately 8 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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